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xAI plans to establish a 2GW AI data center, featuring over 555,000 NVIDIA GPUs by January 2026, while Microsoft aims to double its data center capacity to 4GW by 2027, streamlining construction timelines. Nscale will provide 12,600 NVIDIA GPUs for Microsoft in Portugal and develop a 50MW AI supercomputer in the UK, as a consortium, including BlackRock and Nvidia, seeks to raise $30 billion for AI infrastructure. Recent research suggests that smaller AI models could efficiently manage 70-80% of tasks, potentially diminishing the need for extensive data center resources.